Ladder & CRM expert Redtail Technology to help insurance advisors

Ladder, the company offering flexible life insurance in minutes, today announced an integration with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial services firms. The news was shared from Riskalyze’s annual Fearless Investing Summit in Palm Springs, CA.

The new integration will bring a suite of proprietary Ladder technology to Redtail, including the Ladder Quote Tool, the Ladder Insurance Calculator, and the Ladder Referral Portal. The integration of the Ladder Quote Tool and Insurance Calculator will enable advisors to more easily and efficiently make decisions about what kinds of insurance their clients need, while the Ladder Referral Portal offers a streamlined way for advisors to send their clients applications to apply.

“We are thrilled to partner with Redtail Technology to provide solutions that meet advisors where they are,” said Diana Angelini, Head of Ladder for Advisors. “This new integration will make it easy for advisors to access trusted life insurance technology and seamlessly refer their clients through their CRM that they already use every day.”

Ladder’s flexible term life insurance gives policyholders the power to instantly decrease their coverage at any time as their needs change and can save customers up to 40% over the course of their term. The digital-first application process takes as little as five minutes to complete and goes all the way up to $8M in coverage.

“Through this new integration with Ladder, we’re able to introduce further efficiencies for advisors who include insurance services as a part of their comprehensive financial planning offerings,” said Redtail CEO Brian McLaughlin. “Ease of access from Redtail CRM to critical tools supporting the life insurance component of their practice will be a huge plus for advisors, and we’re excited to work with Ladder in making that available.”

The Ladder and Redtail Technology integration is now live for advisors to access in all 50 states.

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